Integration Plan 1 - ePayPolicy
The ePayPolicy Integration Plan offers advanced features including AutoPay for automatic invoice payments, automated invoice notification emails, prefilled payment pages for clients, customizable payment page options like custom fields, recurring payments, branding, and document uploads, with an included Essentials plan and a three-month free trial of another plan available upon request.
Integration Plan
Looks like you’re currently on our integrated payment page plan!
Our integrated plans have the most robust features available.
AutoPay
Allow your clients to automatically pay invoices when due without having to click a button. All they have to do is select AutoPay at the bottom of your payment page and then all future invoices applied to that client within the management system will be set to auto-pay.
Invoice Notifications
ePayPolicy offers the ability to automate your invoice notification process by sending email reminders for due and past due invoices. Select your preferred frequency based on due date, and emails will auto-send.
Prefill Payment Page
Send a prefilled payment page to your clients from your dashboard! Simply fill in their name, email, and the amount to be paid. The client will receive a link to a filled out page where they’ll just need to input their payment information.
Are you also taking advantage of our Essentials plan features?
Essentials features are included in your integration plan, so make sure to take advantage of them.
Features
- Add custom fields to the payment page for easier reconciliation
- Add pop-up images to help locate information on the invoice
- Give clients the option to set up recurring payments
- Add your agency's custom disclaimer
- Allow clients to easily upload documentation
- Brand your payment page with your company colors
Interested in learning more about these features?
We’re offering our clients the opportunity to try out another plan at no extra cost for three whole months!
Related
Payment Page & Dashboard Features - ePayPolicy
ePayPolicy offers a customizable, PCI Level 1 compliant payment page with your branding and features like recurring payments, attachments, and disclaimers, paired with a real-time dashboard providing detailed transaction data, all set up quickly with no contracts and a free 60-day trial to streamline and enhance online payment processing for insurance businesses.
Which ePayPolicy Payment Page is Right for You?
ePayPolicy offers three subscription levels—basic, custom, and integrated—each featuring a payment page tailored to different needs, with the basic plan providing a simple, branded digital payment experience for credit card or ACH transactions; the custom plan adding branding customization, attachment uploads, recurring payments, and custom fields for enhanced client convenience and accounting; and the integrated plan (not detailed here) presumably offering further advanced functionality.
ePayPolicy vs. IPFS - ePayPolicy
ePayPolicy offers a secure, customizable online payment platform with branded payment pages, a comprehensive dashboard for managing multiple payment types, integrations with popular AMS and CRM systems, and a free 60-day trial, serving over 6,500 insurance organizations to speed up receivables and policy binding, while emphasizing it is not affiliated with IPFS.
ePayPolicy vs. Input 1
ePayPolicy is a secure, customizable online payment platform used by over 6,500 insurance organizations that streamlines receivables and accounting through a branded payment page, a comprehensive dashboard, AMS/CRM integrations, and a 60-day free trial, helping agents, brokers, and carriers get paid faster and improve billing efficiency.
Essentials Plan 1 - ePayPolicy
The Essentials Plan from ePayPolicy offers features like recurring payments, industry-wide payables for commissions and refunds, and prefilled payment pages, while higher-tier plans provide integrated payment processing, automated invoice syncing, and custom API integrations to streamline accounting and enable AutoPay, with a three-month free trial available for upgrades.
AutoPay Feature Overview
The AutoPay feature integrated with ePayPolicy allows clients using various management systems like AMS360, AIM, and Sagitta to automatically pay multiple due invoices upon posting, providing convenience, saving time, enhancing safety, speeding receivables, and generating e-receipts that update back into the management system.